David Abrams Portfolio: Top Holdings in April 2026
David Abrams's top holdings (April 2026) include Loar Holdings Inc. (LOAR), a company that designs, manufactures, and sells aerospace and defense components.
David Abrams is the esteemed founder and managing partner of Abrams Capital Management, a Boston-based investment firm established in 1999. His firm is recognized for its disciplined, value-oriented investment strategy, often focusing on a concentrated portfolio of companies. Abrams Capital maintains a long-term perspective in its investment decisions, seeking intrinsic value.
Loar Holdings Inc. (LOAR)
Loar Holdings specializes in manufacturing aerospace and defense components for the aerospace and defense markets. Its products range from highly engineered components for aircraft to specialized systems used in various defense applications. The company serves a global customer base within the aerospace industry.
Loar Holdings Inc. has a market capitalization of $5.23B. The current value of David Abrams's position in Loar Holdings Inc. is $1.84B. Analysts have set a price target of $94.0 for the company, while its discounted cash flow analysis suggests a value of $94.4 per share.
Here's an overview of David Abrams's trades in Loar Holdings Inc.:
Lithia Motors, Inc. (LAD)
Lithia Motors operates a large network of automotive dealerships across the United States. The company offers a wide range of new and used vehicles, along with vehicle financing, maintenance, and repair services. Its expansive retail footprint makes it a significant player in the automotive sales and service market.
With a market capitalization of $5.85B, Lithia Motors remains a key holding for Abrams Capital. This holding in David Abrams's portfolio is currently worth $621.94M. The average analyst price target for Lithia Motors is $370.75, and its discounted cash flow value is estimated at $626.98.
Here's an overview of David Abrams's trades in Lithia Motors, Inc.:
Alphabet Inc (GOOGL)
Alphabet Inc. is a global technology conglomerate best known for its Google search engine and related services. The company develops internet-related services and products, including advertising technologies, cloud computing, software, and hardware. It maintains a dominant presence in online information and digital advertising.
Alphabet Inc., a technology giant, commands a substantial market capitalization of $3.32T. David Abrams's position in Alphabet Inc. is currently valued at $551.15M. The analyst price target for Alphabet is $376.72, and a discounted cash flow analysis indicates a value of $197.55.
Here's an overview of David Abrams's trades in Alphabet Inc:
Asbury Automotive Group Inc (ABG)
Asbury Automotive Group is one of the largest automotive retailers in the U.S. It operates numerous dealerships that sell new and used vehicles, parts, and provides service and collision repair. The company also offers financing and insurance products to its customers.
The company's market cap stands at $3.77B. David Abrams's current holding in Asbury Automotive Group is valued at $421.2M. Analysts have set a price target of $240.25 for Asbury, with a discounted cash flow suggesting a value of $745.74.
Here's an overview of David Abrams's trades in Asbury Automotive Group Inc:
Tempur Sealy International Inc (TPX)
Tempur Sealy International is a leading global manufacturer and distributor of mattresses, foundations, and sleep products. The company's well-known brands include Tempur-Pedic, Sealy, and Stearns & Foster. It sells products through various retail channels worldwide, focusing on innovative sleep technologies.
Tempur Sealy International Inc. has a market capitalization of $13.68B. The position held by David Abrams is currently worth $381.97M. A discounted cash flow analysis for Tempur Sealy suggests a value of $33.93 per share.
Here's an overview of David Abrams's trades in Tempur Sealy International Inc: